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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-15 |
| TX | RA | APPROVED_RES | 2026-07-15 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
New Albany, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carillon Fund Distributors,Inc. | Saint Petersburg | FL | 04/2018 | 07/2026 |
| Unemployed/Independent Contractor | Tampa | FL | 07/2016 | 05/2017 |
| Smith & Nephew | Andover | MA | 05/2017 | 03/2018 |
| Carillon Tower Advisers, Inc. | St. Petersburg | FL | 04/2018 | 07/2026 |
| Fisher Investments | Plano | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-21 |
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